The More You Know...
How to Avoid Probate
How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
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How Do Special Needs Trusts Work?
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
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Women and Estate Planning
Estate Planning for Women, why it is so important Article adapted by Robert J Green, Esquire Estate planning is a very important tool for everyone, but it’s often neglected for women. As more and more women become independent and build their own wealth, the need for estate planning has quietly risen in turn. Here’s 3…
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The ins and outs of Guardianship when an adult becomes incapable of making decision
The Ins and Outs of Guardianship The in’s and out’s of guardianship is what we will be discussing. Every adult is assumed to be capable of making his or her own decisions unless a court determines otherwise. If an adult becomes incapable of making responsible decisions, the court will appoint a substitute decision maker, usually…
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Avoid confusion about health documents in estate planning
The advance directive may give the agent the power to make end-of-life decisions, or explicitly require the removal of life-prolonging devices. Advance directives commonly require two doctors to determine that the patient has a terminal condition, that death is imminent and that machines are only artificially prolonging the dying process. The document also usually…
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Spring Cleaning: Time to review your Estate Plan
Spring Cleaning: Time to Review Your Estate Plan Adapted by Jennifer B. Cona Written April 6, 2022 Spring is a great time to review your estate plan. Here is a checklist to help you review your estate planning documents. Check the Last Time You Updated Your Estate Plan An estate plan should be periodically reviewed…
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Trust 101
We had a very informational seminar last night and I wanted to share it with you. https://fb.watch/cHExaWIBUS/
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Digital estate planning – don’t let your passwords die with you
Adapted from the article by Susan Bonnici Apr 23, 2022 It’s a sign of the times! When planning your Will, don’t forget your digital assets, writes Susan Bonnici, Estate Planning Solicitor at Equity Trustees. You might not have a TikTok account, but most of us have accumulated a huge amount of digital information that’s stored either on…
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Why Business Owners Need Estate Planning
By Jennifer Solak Updated Mar 30, 2022 Business owners wear many hats, and because of that, it’s easy to put estate planning behind other pressing business matters. In reality, however, considering what would happen to your business if you became incapacitated or pass away is a pressing responsibility for any business owner. It is likely…
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Does Executor have to Be a Family Member?
What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?
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